Ngo-Okthobha we-7, i-BOE A (000725) ikhuphe iikota ezintathu zokuqala ze-2021 ye-predictive ye-predictive ye-2021, inzuzo efunyenwe kubanini-zabelo beenkampani ezidweliswe kwikota yesithathu idlule i-7.1 yebhiliyoni ye-RMB, inyuke ngaphezu kwe-430% ngonyaka, ihla kancinci nge-3.7 -6.3% ngekota;Intsalela yenzuzo eyayanyaniswa kubaninizabelo beenkampani ezidwelisiweyo kwiikota ezintathu zokuqala igqithe kwi-19.862 yeebhiliyoni zeerandi, ukwanda okungaphezulu kwama-702% unyaka nonyaka.
Ngaphantsi kwe-wheel drive ye-exuberant imfuno kunye nonikezelo loxinzelelo oluqhubekayo olubangelwa yi-IC drive kunye nezinye izinto ezinqongopheleyo kwisiqingatha sokuqala sonyaka, amaxabiso e-IT, i-TV kunye nezinye iimveliso ziphakanyiswe ngamanqanaba ahlukeneyo.Nangona kunjalo, emva kokungena kwikota yesithathu, ngenxa yempembelelo yokuxinana kweenqanawa kunye nokunyuka kweendleko ze-logistics, abathengi abasezantsi baya kuba buthathaka, kwaye ixabiso leemveliso ze-TV libonakala luhlengahlengiso lwesakhiwo.Ngelixa amaxabiso eemveliso ze-IT ahlala ezinzile ngenxa yemfuno engcono kunye noxinzelelo lokubonelela.
Ngokubhekiselele kumaxabiso ephaneli yehlabathi, kwikota yesithathu yalo nyaka, iphaneli yeTV kunye netbook panel yagqiba ukunyuka kwamaxabiso okuqhubekayo kweenyanga eziliqela, kwaye yaqala ukulungelelanisa, ngokukodwa ixabiso lepaneli ye-TV ethandwayo encinci kunye nephakathi yehla ngokukhawuleza.Nangona kunjalo, xa sithetha, kwi-10.5 yesizukulwana sonikezelo lwepaneli yobukhulu obukhulu, ukuhla kuncinci ngaphantsi kwepaneli yeTV encinci kunye nephakathi.Kwaye oku kuphantsi kwesiseko somzi-mveliso wephaneli ukunciphisa imveliso ukuze kuqinisekiswe ixabiso, thatha inyathelo lokunciphisa umthamo wephaneli yeTV encinci naphakathi, kunye nokwandisa uluhlu lwemveliso esemgangathweni yephaneli enkulu, ukuze kuqinisekiswe ukuba ukusebenza kakuhle kwezoqoqosho kumgca wemveliso.
Ngapha koko, ngokomsebenzi wangoku we-10.5 womgca we-10.5 kwi-Mainland China, ithatha inzuzo yeshishini elithile kumthamo wemveliso kunye neendleko zokusebenza ezilawulekayo.Okwangoku, iintambo ezininzi ze-10.5 ezilawulwa yi-BOE kunye ne-TCL ngokucothayo zenza isiphumo esihle esikhokelayo kwishishini lephaneli laseTshayina.Ngokukodwa kukhuphiswano lwamandla amakhulu amaxabiso ephaneli yobukhulu, baqala ukuba nenqanaba elithile lokuzimela kunye nolawulo, bengasasulelwa ngamashishini aphesheya amaxesha ngamaxesha.
Umvuzo wekota yesithathu we-BOE wehla kancinci, kuphela i-3.7-6.3 ekhulwini kwikota emva kokulungiswa kwexabiso.Ithi okwangoku i-BOE izinzile ngokusisiseko i-disk eyisiseko kwaye ibe yinto ethile echasene nefuthe lokuhla.Ukongezelela, ukwandiswa kwamva nje kweshishini lepaneli kubonisa ukuba imboni inethemba malunga nokuchuma kwexesha elide lomgca wesizukulwana se-10.5 kunye nepaneli ye-IT.
Kutshanje, iingxelo zosasazo zathi elibukhali Guangzhou Super Sakai 10.5 isityalo isizukulwana igcina isantya ukwandisa esekelwe, kuqikelelwa ukuba wenze utyalo-mali olukhulu 8 billion ukuya 10 billion RMB, ngokubhekiselele umthamo imveliso yenyanga iziqwenga 150,000, kunye nokwandiswa ukuya ku 66%, kunye nokukhula komthamo ngumzi-mveliso wokuvelisa i-10.5 kweyona inkulu.I-BOE kunye ne-CSOT babhengeze kwangoko ukuba baya kwandisa i-factory ye-10.5 yesizukulwana.Ngexesha elifutshane, ishishini liya kwandisa amandla emveliso ye-10.5 yemveliso kunye nemveliso yenyanga engaphezulu kweengcezu ze-100,000.
Ngokumalunga nolu lwandiso, imboni ngokubanzi ikholelwa ukuba ngaphambi kokugqabhuka kweVR kunye nomxholo we-AR, umxholo we-8K uya kusetyenziswa kwinqanaba lokusetyenziswa kweTV kuqala, kwaye emva koko kunokwenzeka ukuguqula kwi-VR kunye nokuphucula amava e-AR.Ke ngoko, i-8K yobungakanani obukhulu be-TVS ngaphezulu kwe-intshi ezingama-75 iya kukhawulezisa ukuthandwa kwimarike kwaye yenze indawo yokutshintsha nge-4K TVS engaphantsi kwe-intshi ezingama-65.Ukuveliswa kweepaneli ze-TV ezingama-75-intshi okanye ezinkulu ze-8K, inzuzo yeendleko zemveliso ye-10.5 yomgca wesizukulwana ibonakala ngokucacileyo, ngokubanzi igcina malunga ne-10% ukuya kwi-20% xa kuthelekiswa nomgca we-8.5 wesizukulwana esidala.
Enyanisweni, kukho indawo eguquguqukayo ngakumbi ye-BOE, kukuba banokuhlengahlengisa isigqi sokubonelela ngepaneli yeTV encinci kunye nephakathi ngendlela yokubamba i-8.6 isizukulwana somthamo omtsha womgca.Ukongeza, umgca wokuvelisa we-IGZO we-CLP Panda ngokusisiseko ufana neemveliso ze-a-SI ngokwezixhobo kunye nobuchwepheshe.I-BOE ayinayo imbopheleleko yokukhuthaza iimveliso ze-IGZO kuzo zonke, kwaye ingakwazi ukubeka ecaleni ngokupheleleyo ubuso be-IGZO obuphezulu kwaye ivelise ngokuthe ngqo i-A-SI iteknoloji ye-IT ipaneli kunye neemveliso zeepaneli zemoto ezifunekayo kwiimarike ukubuyisela ngokukhawuleza inzuzo yayo.
Nangona i-BOE inkulu kakhulu ngaphandle kolawulo olumanyeneyo kunye nemowudi yokusebenza yamashishini ephaneli yemveli yaphesheya, umzi-mveliso wephaneli ngamnye uzimeleyo.Kodwa yile pateni eyenza i-BOE ibe nokuguquguquka okunamandla.Ngokomzekelo, i-BOE yahamba phambili kwishishini kunye nomgca we-8.5 wesizukulwana ukuvelisa iipaneli zefowuni eziphathwayo ngaphambili, kwaye kungekudala, ukuvelisa iipaneli ezifakwe kwisithuthi phambi koshishino.Kwiinkampani zepaneli zendabuko, phantse akukho mntu uya kubeka le ndlela.Mhlawumbi imodeli ye-10.5 yemigca yephaneli yokuvelisa kwi-Mainland China ilwela amandla amaxabiso eshishini kunye nomthamo ophucukileyo wemveliso onokuthi izise ukukhanya kwikhonkco lemveliso yaseTshayina.
U-Chen Yanshun, usihlalo we-BOE A, wayekhe wathetha kwi-half-year ye-avance presentation ukuba ixabiso langoku lemarike ye-BOE yayingaxabisekanga.I-BOE iphambili kwimboniselo ye-semiconductor yehlabathi jikelele ngokubhekiselele kwisikali samandla, isabelo semarike, amandla emveliso kunye nobuchwepheshe, ubuchule bokusungula, amandla okulawula kunye nenzuzo.
Ixesha lokuposa: Oct-16-2021